Date & Time
Tuesday, June 10, 2025, 9:20 AM - 9:50 AM
Name
Behavioral Economics: Harnessing Client Psychology to Drive Decisions and Build Lasting Relationships
Description

In this session, discover how financial advisors can leverage behavioral economics to better understand client motivations, influence decisions, and deepen relationships. Learn the key psychological triggers that impact financial behavior, and explore how subtle shifts in communication, personalization, and marketing can help advisors guide clients toward smarter financial decisions. By applying these principles, advisors can create stronger bonds with their clients, enhancing trust and long-term loyalty, all while positioning themselves as invaluable partners in their clients' financial journeys.

 

   

Location Name
Germantown 1
Speakers
Brian Portnoy, Shaping Wealth
Brendan Frazier, RFG Advisory
Meghaan Lurtz, Shaping Wealth
Sean Brown, YCharts
Brian Portnoy Brendan Frazier Meghaan Lurtz Sean Brown